Blackfort 4+

This application empowers you to effortlessly track your portfolios, closely monitor simulated investments, and establish seamless lines of communication with our team.

Welcome to Blackfort Capital, a dynamic and forward-thinking asset management company headquartered in Zurich, Switzerland.

Our cutting-edge App offers an array of comprehensive features to empower you in tracking and monitoring your investment portfolios with ease. Whether you prefer real-time updates on your actual portfolios or seek insights from our simulated portfolios like Global Balanced or US Equity, our platform provides a seamless avenue for accessing our strategic views and expertise, benefiting both you and the wider public.

The App is structured around the key functionalities, each represented by a dedicated menu option at the bottom of the main screen:

"Portfolios/Positions": Tailored for both existing clients and prospective investors, this section encompasses a selection of investment portfolios. It includes actual client portfolios managed by our firm, as well as our simulated market views and model portfolios. This feature serves as a valuable resource for gaining strategic insights and exploring potential investment opportunities. Offering a ranked list of individual investments within your current portfolio radar, this feature allows for quick and easy evaluation of investment performance.

"Messages": As a dedicated and secure communication channel, this feature provides a live chat functionality. It allows for direct and confidential interaction between clients and relationship managers, ensuring seamless collaboration and timely responses to your inquiries.

“Universe”: Revolutionise your investment strategy with our latest feature. The Universe Tool is a streamlined Investment Proposal designed for Relationship Managers and their clients to effortlessly craft and modify investment proposals, as well as explore a wide range of securities, from anywhere at any time.

By utilizing our App, you become an integral part of our comprehensive financial in-house eco-system. The list of available features includes:

Real-time pricing and transaction tracking for both simulated and actual portfolios, facilitating up-to-date information on portfolio performance and underlying strategies.

Identification of winners and losers based on daily performance in basis points, month-to-date performance in percentage points, or longer-term year-to-date performance in percentage points.

A user-friendly and intuitive design of the portfolio table, featuring interactive headings and the ability to collapse individual investment sections for enhanced portfolio visibility.

Summaries of flows, charges, and cash flows on a daily, monthly, and annual basis, enabling a comprehensive overview of portfolio dynamics.

Direct chat functionality, enabling secure and efficient communication with our team. You can ask questions regarding your portfolio bundle and receive prompt responses within a dedicated and confidential channel.

Rest assured that our App upholds the highest standards of data security. All information exchanged between your device and our servers is transmitted through secure and encrypted channels (https and wss). Additionally, your access credentials are securely stored and encrypted on your phone. We strictly adhere to industry-grade security practices and are fully regulated as an asset management company in Switzerland.

At Blackfort Capital, our vision is to provide you with a personalized boutique experience in asset management, being there for you when you need us the most.

Sincerely yours,
Blackfort Capital AG